HORNE Wealth Advisors to Join Focus Partner Firm Buckingham Strategic Wealth
HORNE Wealth provides comprehensive wealth planning and investment management services to individuals, families, institutions and businesses. Led by
HORNE Wealth has been associated with Buckingham since 2009 through its membership in The BAM ALLIANCE, a nationwide community of independent financial advisors that engage
“Over the years, it has become clear that our firms have a like-minded approach to delivering highly attentive and deeply personal levels of client service,” said Purvis. “We share the same core values and evidence-based investment philosophy. We’re excited to begin taking advantage of Buckingham’s distinctive strengths to improve our clients’ experience, through access to enhanced technology capabilities, industry-leading thought leadership, and more robust resources and specialists.”
“We are pleased to welcome HORNE Wealth to the Buckingham family,” said
“We are excited for Stan and the HORNE Wealth team to join Buckingham. Given the two firms’ cultural alignment and similar client service philosophy, the transaction will unlock powerful benefits for their clients,” said
About Buckingham Strategic Wealth
Founded in 1994, Buckingham Strategic Wealth (“Buckingham”) helps individuals, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. Buckingham’s investment philosophy is rooted in an academic approach tailored to address each client’s willingness and ability to accept market risk. As a registered investment advisor, Buckingham has a fiduciary obligation to its clients. The firm’s investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Buckingham is headquartered in
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the Securities and Exchange Commission.
Investor and Media Contact Information
Senior Vice President
Head of Investor Relations & Corporate Communications
Source: Focus Financial Partners Inc.